Latest Insights in Stock Market Investing
Achieving Our Goal When Selling a Defensive Covered Call
click ↑ 4 Featured When we structure our covered call trades in a defensive manner, we have 2 main goals in mind. We seek greater protection to the downside than traditional put trades and we strive for significant, although lower returns. We accomplish these goals by...
Pros & Cons of Leveraged ETFs When Selling Stock Options
click ↑ 4 Featured Retail investors may become enticed to use leveraged exchange-traded funds (ETFs) when writing covered calls or selling cash-secured puts. The reason is that the option returns are generally so much greater than traditional ETFs. This article will...
Calculating Multiple Call & Put Trades with the Same Stock in 2 Expiration Cycles
click ↑ 4 Featured Calculating our covered call writing and cash-secured put trades can range anywhere from really simple to way too complicated. In this article, an example of the latter will be analyzed. Thanks to our BCI Trade Management Calculator (TMC), these...
Comparing Weekly, Monthly and Longer-Term Covered Call Expirations Using the Same Strike Price
click ↑ 4 Featured A common misconception made by many retail investors is that they make more money selling longer-dated options because the dollar amount is so much greater than shorter-dated choices. This article will provide an analysis to refute this fallacy. A...
BCI PODCAST 157: When to Roll Options on Successful Trades
When we have a successful covered call trade with the option about to expire in-the-money (with intrinsic-value), we can retain the underlying shares by rolling the option to a later expiration date. We can also roll that option up to a higher strike price. This...
A Defensive 4-Day Cash-Secured Put Trade Start-to-Finish
click ↑ 4 Featured Cash-secured put trades can be crafted conservatively by using deep out-of-the-money (OTM) strikes. On 5/27/2025, I executed such a 4-day trade with NetEase Inc. (Nasdaq: NTES), a stock on our premium member watch list at the time. This article will...
Using Both ITM & OTM Covered Calls to Align with Current Market Conditions
click ↑ 4 Featured When establishing our covered call portfolios (cash-secured puts, too), our strike selection is influenced by current market conditions. In normal-to-bull markets, we favor out-of-the-money (OTM) strikes which allow for a 2-income stream potential...
BCI PODCAST 156: Was I correct to Close My Successful Covered Call Trade?
When a stock price accelerates exponentially after entering a covered call trade, the short call strike moves deep in-the-money. Does it make sense to close both legs of the covered call trade or continue to manage through expiration? This podcast will run the...
Rolling-Up a Weekly Defensive Cash-Secured Put Trade
click ↑ 4 Featured When a cash-secured put is sold, we agree to buy the shares at the strike price by the expiration date. We, the option-sellers, determine those 2 parameters. In our BCI methodology, we favor out-of-the-money (OTM) put strikes. In bear and volatile...
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The Blue Collar Investor was founded with a simple mission: to empower everyday individuals with the knowledge to invest wisely in the stock market. Our blog focuses on demystifying stock options, providing readers with the tools they need to succeed. We believe that anyone can learn to invest effectively, regardless of their background or experience.
Our story began when our founder Dr. Alan Ellman, realized the lack of accessible resources for average investors. Determined to bridge this gap, we created a platform that offers comprehensive guides, expert tips, and real-world strategies. Today, The Blue Collar Investor is a trusted resource for thousands of readers seeking to enhance their financial literacy and achieve their investment goals.

